**Job Title: Administrative Assistant**
**Location:** Jupiter, FL
**Company Overview:**
Pinnacle Tax is a leading tax and financial planning firm dedicated to providing exceptional service to our clients. We pride ourselves on our attention to detail and commitment to excellence, and we are currently seeking a motivated and organized Administrative Assistant to join our busy team.
**Job Summary:**
The Administrative Assistant will play a crucial role in the smooth operation of our office. This individual will be responsible for providing comprehensive administrative support to our team. The ideal candidate must be detail-oriented, possess excellent computer skills, and have the ability to manage multiple tasks in a fast-paced environment.
**Key Responsibilities:**
– Manage and organize office operations and procedures to ensure efficiency.
– Handle incoming calls, emails, and correspondence with professionalism and courtesy.
– Schedule appointments and maintain calendars for team members.
– Prepare and organize documents, reports, and presentations as needed.
– Assist in client communication, including follow-ups and appointment reminders.
– Maintain office supplies and equipment, ensuring all are in good working order.
– Support the preparation of tax documents and financial planning materials.
– Conduct data entry and maintain accurate client records in our database.
– Assist with filing and organizing documents in both physical and digital formats.
– Collaborate with team members on special projects and administrative tasks as needed.
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Business Administration
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